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Migrate Microsoft Outlook data to Virtual Office CS or SaaS

Follow these steps to export PST files from a local installation of Microsoft Outlook and then import the PST files into the Virtual Office CS or Software as a Service (SaaS) installation of Outlook.

Part 1: Export data from your local installation of Microsoft Office

Follow these steps to export PST files from a local or network installation of Microsoft Outlook. The steps required to do this vary depending on the version of Outlook installed on your computer.

Create a folder on your local hard drive:

Double-click the My Computer
icon.

Double-click the C:\ drive
.

Select File
, New
, then Folder
.

Name the folder Outlookbackups
.

Open Microsoft Outlook.

Depending on your version of Outlook, select either

File
Open
Import

File
Open & Export
Import/Export

In the Import and Export Wizard, select Export to a file
, then Next
.

In the Create a file of type
list, select Outlook Data File (.pst)
, then Next
.

In the Select the folder to export from
list, select the Outlook folder with the data you want to export.

note

If you select the top-level folder, Outlook will export all mail and contacts.

Make sure the Include subfolders
checkbox is marked, then select Next
.

Select Browse
and go to the C:\Outlookbackups
folder you created in step 1.

Enter Outlook PST backup
in the File name
field and select OK
.

note

Entering a more specific name for the PST helps you to easily identify the file when you import it into Virtual Office CS or SaaS Outlook.

Select Finish
.

The

Create Outlook Data File

window opens. You can enter a password for the PST file, then select OK
. If you don't want to password protect the PST file, leave the fields blank and select OK
.

Depending on the size of the PST file, it may take several minutes for Outlook to create the export file.

To export more PST files or contacts, repeat steps 3 through 10. In step 9, make sure to enter a unique name for the export file.

Close the local installation of Microsoft Outlook.

important

If you don't close the local installation of Outlook, you might not be able to import the PST files into Virtual Office CS or SaaS Outlook. If this happens, you'll receive a message that Outlook couldn't access the PST file when you attempt to import the file.

Part 2: Import PST files into Virtual Office CS or SaaS Outlook 2021

Open Outlook through Virtual Office CS or SaaS:

Select Applications
in the navigation pane.

note

If Applications
isn't available, you don't have access to applications through your portal.

Select the Microsoft Outlook
icon.

Create your email account and configure Outlook:

note

Complete this procedure only if the Microsoft Outlook Startup wizard opens when you open Outlook through Virtual Office CS or SaaS. If the wizard didn't start, skip to step 15.

In the wizard, select Next
.

On the Email Accounts page, leave Yes
selected to indicate that you want to create an email account.

Select Next
.

Set up the PST file:

Select the File
tab in the ribbon.

Select Info
, the Account Settings icon
, then Account Settings
.

Select the Data Files
tab.

Select Add
.

In the

Create or Open Outlook Data File

window, enter the name of the new PST file in the File name
field.

Optional: Mark the Add optional password
checkbox if you want to create a password for the PST file.

Select OK
.

Repeat steps 4 through 7 to create folders for more PST files or contacts you want to import.

Select Close
.

Import the PST data:

Select the File
tab in the ribbon, Open
, then Import
.

In the

Import and Export Wizard

window, select Import from another program or file
, then Next
.

In the Select file type to import from
list, select Outlook Data File (.pst)
, then Next
.

Select Browse
, the Folders
arrow, then Computer
to display your local and network drives.

Go to the Outlookbackups
file on your local C:\ drive, select the PST file, then Open
.

note

In the Virtual Office CS or SaaS environment, C$ on Client (V:)
is your local C:\ drive.

If you entered a password for the PST file, you'll need to enter the password before Outlook will let you import the file.

Select Next
.

In the Select the folder to import from
list, select the folder where you want to import the data from the PST file.

Make sure the Include subfolders
checkbox is marked, that the Import items into the same folder in
option is selected, and that Outlook Data File
displays in the dropdown list.

Select Finish
.

Depending on the size of the PST file, it may take several minutes for Outlook to import the data.

Repeat this procedure to import data for more PST files.

This article applies to:

Product: Virtual Office CS
Subject: Import,Export

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Migrate Microsoft Outlook data to Virtual Office CS or SaaS

This article applies to: